Senior Account Manager

First Financial Bank • Mason, NJ

29d

About The Position

Summit Funding Group, Inc. has a 30-year history of originating equipment leases and financing, managing over $1.2 billion in assets. As a national Lessor of general equipment, Summit works with Fortune 2000 companies and is now part of First Financial Bank. The company combines the agility of a boutique firm with the financial strength of a bank. The Senior Account Manager will support the team's volume goals and business operations.

Requirements

• 5+ years of relationship based client procurement and account management.
• Excellent written and verbal communication and presentation skills.
• Excelling organizational skills.
• Well-developed analytical and problem solving skills.
• Generate new business through consultative sales approach.
• Understanding of various corporate structures.
• Experience with complex mid-market commercial loans.
• Strong PC skills.
• Demonstrative sales and negotiations experience required.

Nice To Haves

• 5 years of previous commercial lending, private or business banking, experience.
• Credit training, credit quality and underwriting fundamentals experience including financial analysis.
• Middle market Equipment Finance and Leasing experience in a Banking environment.
• Syndication (buy/sell side) experience.

Responsibilities

• Generate qualified equipment finance and leasing leads, proposing on and eventually closing required amounts of business through direct selling and indirect (syndications buyside) originations.
• Record customer and prospect data and sales efforts in all company used databases and management systems properly and consistently.
• Act as the primary contact for customers and prospects, effectively communicating the company’s products and capabilities to the customer and the customer’s needs to the company for the equipment financing relationship.
• Identify and understand key risk elements of potential transactions and lessees/borrowers and work effectively with group leaders to competitively structure and price transactions that are candidates for underwriting or syndication.
• Work closely with manager(s) regarding maturing reports and exceptions.
• Act as an information source on industry trends, along with organization policies and procedures.
• Assist with customer service related requests (payoffs, copies of documents, amortization schedules, etc.).

Benefits

• Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Incentive Eligibility (All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree